Nvest Financial’s Sherwin-Williams SHW Stock Holding History

Nvest Financial’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Sell	6,017 -244	-4%	-$84K	0.72%	43
2025 Q4	$2.03M	Buy	6,261 +1,409	+29%	+$471K	0.84%	32
2025 Q3	$1.68M	Sell	4,852 -1,754	-27%	-$618K	0.97%	28
2025 Q2	$2.27M	Buy	6,606 +899	+16%	+$311K	1.18%	29
2025 Q1	$1.99M	Buy	5,707 +904	+19%	+$317K	1.07%	31
2024 Q4	$1.63M	Buy	4,803 +1,039	+28%	+$388K	0.83%	36
2024 Q3	$1.44M	Buy	3,764 +1,857	+97%	+$648K	0.82%	38
2024 Q2	$569K	Buy	+1,907	New	+$590K	0.35%	55
2022 Q2	–	Sell	-1,021	Closed	-$255K	–	69
2022 Q1	$255K	Buy	+1,021	New	+$282K	0.21%	67

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nvest Financial's SHW Position: Q1 2026 in Review

Nvest Financial reduced its Sherwin-Williams (SHW) stake by 3.9% in Q1 2026, selling an estimated $84K and leaving 6,017 shares worth $1.93M. The position accounts for 0.72% of the portfolio, ranked #43.

Nvest Financial first reported a position in SHW in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.27M in Q2 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Nvest Financial held 6,017 shares of Sherwin-Williams worth $1.93M as of Q1 2026.
Nvest Financial sold 244 Sherwin-Williams shares in Q1 2026, an estimated $84K.
Sherwin-Williams made up 0.72% of Nvest Financial's portfolio in Q1 2026, its #43 holding.
Nvest Financial first reported a position in Sherwin-Williams in Q1 2022 and has held it in 9 quarters since.
Nvest Financial's Sherwin-Williams position peaked at $2.27M in Q2 2025.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.